HoyleCohen’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $307K | Hold |
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|
2024
Q1 | $298K | Hold |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $246K | Hold |
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|
2023
Q2 | $256K | Hold |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $225K | Hold |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $234K | Hold |
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|
2022
Q1 | $281K | Hold |
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|
2021
Q4 | $308K | Hold |
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|
2021
Q3 | $278K | Hold |
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|
2021
Q2 | $277 | Hold |
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|
2021
Q1 | $255K | Hold |
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|
2020
Q4 | $239K | Hold |
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|
2020
Q3 | $213K | Sell |
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|
2020
Q2 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Buy |
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